Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
https://twitter.com/BurggrabenH/status/1615515651971375105?t=kiyasZOjgo0l6xtCwQ5RRA&s=19
Yes, arrived today.
Agree with mrc that GE is the only disapointment given it has been projected as a mid life asset rather than our usual end of life/run down assets. That said, I reckon it will have paid for itself at some point during 2023 and the rest will be pure profit.
A rather pleasant RNS to start this morning...
I'm thinking you'll get there this month.
We are due an ops update in a couple of weeks and that along with the refinancing I'm hoping will trigger broker updates once Hastie finishes another enormous helping of Umble Pie.
GLA
https://balkangreenenergynews.com/wind-farm-in-germany-is-being-dismantled-to-expand-coal-mine/
RWT, I think a lot of the last couple of days has been priced in. The share price has risen and as you say against a backdrop of falling gas prices.
I didn't read Peel Hunts comments so can only speculate on their meaning. My thought would be, wrt 'transformational', is the ENOG has transformed into itself from a smallish O&G company with a prospect and a project into a largely gas production company paying a dividends, transforming its earnings and profile.
First gas from Karish announced today and Israel / Lebannon deal being signed tomorrow.
The only way is up..
Looking like the signing of the maritime agreement will take place on the 26th or 27th uner the auspices of the UN.
'Israel has said that, once the maritime deal is signed and delivered, it can begin extracting oil and gas from its Karish field and export it to Europe within weeks.'
L7, sadly I lost the fag packet many months ago.
Kraken will have on his s/s I'm sure.
You need to reduce any full year impact down to 7 months, you also need to strip out Malaysia and then throw in some investment relief.